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VALERIE KRISTIN MCBRIDE
VALERIE KRISTIN STOLTZFUS
CRD#: 6281820
IA
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 901 E MAIN STREET
PALMYRA, PA 17078
PALMYRA, PA 17078
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 901 E MAIN STREET
PALMYRA, PA 17078
PALMYRA, PA 17078
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Disclosures
10
Years of Experience
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State Registrations
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California 9/21/2022
B
Pennsylvania 4/29/2015
B
Delaware 7/19/2021
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Pennsylvania 5/21/2015
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Florida 10/4/2021
B
Virginia 5/13/2020
SRO Registrations
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Registered with this firm since 5/21/2015
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Registered with this firm since 2/17/2015
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.